February 2021
Features
Flying under the radar

We take a look at SIGT, a trust which is might not spring to mind for UK exposure, but offers flexible and differentiated exposure to any UK recovery…

Fund Research
City of London

CTY’s large cap bias means it has lagged the index recently, but the dividend picture is still strong…

Fund Research
JPMorgan Claverhouse

JCH’s FY 2020 dividend will increase by 1.7%, the 48th consecutive year of growth...

Fund Research
BMO Real Estate Investments

BREI offers an attractively high yield from a wide discount…

Fund Research
Barings Emerging EMEA Opportunities

BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…

Fund Research
Asia Dragon

DGN has returned to form with strong five-year performance despite extremely volatile markets…

Head to head
Dire Straits or Money for Nothing?

As discounts reach historically narrow levels across the board – our analysts debate whether a premium is a price worth paying…

Features
Investing in a changing world

The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock Nor...

News
Results analysis: BlackRock Throgmorton

After another set of strong results, we look at why, in our opinion, THRG continues to be one of the standout trusts in the UK…

18 February 2021
Features
A clear focus on returns

Sitting in one of the few sectors to be positively impacted by COVID-19, we look at IBT how it delivers consistently attractive total returns…

Fund Research
Aberdeen Japan

AJIT invests in high-quality Japanese equities, while paying a high dividend…

Fund Research
Martin Currie Global Portfolio

Utilising a complex investment process and concentrated portfolio, MNP has a track record of outperforming global equities…

Strategy
Jungle Fever

Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...

Features
The Last Frontier: finding growth in smaller emerging markets

Smaller emerging markets have been left behind as investors have focused on a handful of high growth areas. As the crisis fades, investors are already starting to recognise that these areas may pro...

Fund Research
NextEnergy Renewables

NREN will offer investors access to the high return potential in private renewables funds…

Ratings
Schroder UK Mid Cap: Worth a closer look?

In the first of our articles focused on Kepler Rated trusts, we examine this trust which has seen its discount widen for reasons which, in our view, don't make much sense...

12 February 2021
News
Results analysis: BlackRock North American Income

With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...

12 February 2021
News
Results analysis: BlackRock Energy and Resources Income

With a strong track record behind it, BERI offers investors the chance to capitalize on the shift to a low carbon world, while offering high levels of income…

12 February 2021
Fund Research
BlackRock World Mining

BRWM is exposed to several powerful themes, and the discount has narrowed decisively…

Fund Research
BlackRock Smaller Companies

BRSC has a strong track record of consistent outperformance...

Fund Research
BB Healthcare

BBH is a potentially interesting addition to growth portfolios and for investors looking for income...

Fund Research
JPMorgan China Growth & Income

JCGI offers exciting growth potential from Chinese large and mid-caps with a high and predictable dividend…

Strategy
Eye of the Pfizer

Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...

Fund Research
Keystone Positive Change

KPC’s board is proposing significant changes to the investment mandate and strategy...

News
Results analysis: BlackRock Income and Growth

BlackRock Income and Growth has delivered strong returns since its year end and is well placed to perform in 2021 with a resilient, high quality portfolio and solid reserves supporting its 4% yield…

05 February 2021
Events
Spring Conference: Register now

Join the team at Kepler Trust Intelligence and managers running money across a range of the world’s key regions, themes and strategies at our event in early March…

Strategy
Eurovision 2021

We highlight potential opportunities within the European investment trust space…

Fund Research
Aberdeen Standard Asia Focus

AAS’s quality approach to Asian small caps saw it outperform after the last two global crises…

Fund Research
JPMorgan European Smaller Companies

JESC offers investors a structured approach to European small-cap investing at an attractive discount…

Features
Standing on the shoulders of giants

We take a look at NBPE, a trust which is managed using a unique co-investment strategy, and has the promise to become one of the future stars of the private equity space…

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

Browse all funds
Need help?
Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.